See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,144 | $49,922+146.7% | $80,569+52.8% | $75,163+63.8% |
| Participation rate | 96.2% | 55.3%+40.8pp | 67.0%+29.2pp | 67.2%+29.0pp |
| Annual return | 24.99% | 34.69%-9.7pp | 935.43%-910.4pp | 160.62%-135.6pp |
| Employer contribution / active EE | $3,250 | $1,698+91.4% | $2,723+19.3% | $2,670+21.7% |
| Participant deferral / active EE | $5,740 | $2,990+91.9% | $4,447+29.1% | $4,125+39.1% |
| Admin fee / account holder | $20,325 | $3,577+468.2% | $5,377+278.0% | $5,651+259.7% |